Ascend Advisor | How It Works
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How It Works

A customized portfolio tailored for you and your goals

With all great financial planning comes an intelligent investment strategy. Our process begins with helping you to define your goals.

We utilize globally diversified, low-cost, exchange-traded funds, or ETFs, from well known names including Vanguard and Blackrock iShares. With an appropriately diversified asset selection, we are able to deliver a portfolio that generates optimal returns regardless of your investment timeline.

custom-portfolio

Unlimited goals for unlimited circumstances.
Each plan is customized for your specific objectives and time horizon.

Our platform allows you to mange multiple goals at the same time,
helping
 you build the right customized portfolio for each goal.

SAFETY NET
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3 Year Horizon

This account is designed to ensure you have a prudent emergency fund on hand without giving up potential growth over time. The allocation is designed to manage volatility.

DREAM HOUSE
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15 Year Horizon

Whether its your dream house, a new car, or the vacation you’ve always wanted to take, we provide a recommended allocation based on your personal goal. The allocation can be customized to any timeline.

RETIREMENT
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25+ Year Horizon

This is a long-term investment account. We offer both taxable and tax-advantaged retirement accounts. Our advice customizes an asset allocation and suggests a monthly deposit according to your retirement age.

Maximize your returns with Tax Loss Harvesting+™

Our Tax Loss Harvesting+™ solution ensures that you are making the most of your after-tax returns. Previously only available to the wealthiest investors, our fully automated system is now accessible at no additional cost to our clients.

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Providing a smarter investment experience.

AUTOMATED REBALANCING

With regular, automated rebalancing your asset allocation never drifts excessively.

AUTOMATED DEPOSITS

Schedule automatic transfers from your checking account online.

TAX EFFICIENT

Short-term capital gains exposure is kept to a minimum with automated account management.

FRACTIONAL SHARES

We support fractional shares to maximize every dollar you have invested.

NO TRANSACTION COSTS

Avoid costly commissions on trades. There are no trading fees whatsoever on the platform.

ELEGANT EXPERIENCE

One click deposits, withdrawals, and asset allocation. Timely and electronic statements.

  • Our annual fee:

  • 0.65%
    • No Trading Fees
    • No Commissions
    • No Rebalancing Fees
    • Access to our Financial Advisors

Security & Privacy

We use the strongest browser encryption available, store all of our data on servers in a secure facility, and implement systematic processes and procedures for securing and storing data.

We protect the privacy of your information and will never share your data with any third party without your permission. For more information, please review our Privacy Policy.

Ready To Take Control of Your Financial Future?